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Delos Wealth Advisors’s Local Bounti LOCL Stock Holding History

Delos Wealth Advisors’s Portfolio LOCL Stock Details LOCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$284 Hold
220
– – ﹤0.01% 297
2026
Q1 		$256 Hold
220
– – ﹤0.01% 251
2025
Q4 		$471 Hold
220
– – ﹤0.01% 254
2025
Q3 		$658 Buy
+220
New +$595 ﹤0.01% 275

Other funds holding LOCL

CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
BP
BBR Partners New York $2.13B AUM 21.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $524M AUM 25.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $143M AUM 36.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Delos Wealth Advisors's LOCL Position: Q2 2026 in Review

Delos Wealth Advisors held its Local Bounti (LOCL) position steady in Q2 2026 at 220 shares worth $284. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Delos Wealth Advisors first reported a position in LOCL in Q3 2025 and has held it in 4 quarters since. The position peaked at $658 in Q3 2025. 24 funds tracked by Wall St. Rank hold LOCL as of Q2 2026.

  • Delos Wealth Advisors held 220 shares of Local Bounti worth $284 as of Q2 2026.
  • Delos Wealth Advisors left its Local Bounti share count unchanged in Q2 2026.
  • Local Bounti made up ﹤0.01% of Delos Wealth Advisors's portfolio in Q2 2026, its #297 holding.
  • Delos Wealth Advisors first reported a position in Local Bounti in Q3 2025 and has held it in 4 quarters since.
  • Delos Wealth Advisors's Local Bounti position peaked at $658 in Q3 2025.
  • 24 funds tracked by Wall St. Rank held Local Bounti as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.